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2013BMC Speaker Profile: Brian Burkhart 
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NIPA recently spoke with 2013BMC speaker Brian Burkhart, President, SquarePlanet, about his sessions, Establishing Your Own Brand and Creating a Presentation That Lasts.
Our "day job" is to help individuals and organizations powerfully communicate their most important messages. I will  speak about the monumental difference between communicating WHAT we do versus WHY we do what we do. Additionally, I'll speak about the proper way to create and deliver our most important presentations.
How do you think your presentation will help TPA business owners who attend the 2013BMC?
What does it mean to build a successful business? The easy response, the one we all expect, is related to net profits, customer count and employee base. While all of these factors are absolutes and must be in place, a truly successful business is exemplified by the purpose it serves. My presentation is very revealing to even the most seasoned professional; this session will make you think about what you believe and how those beliefs impact every area of your business. We rarely stop to ponder exactly what it is that we believe and how those beliefs affect our businesses. I hope my session helps TPA business owners understand how to focus their beliefs to attract the best customers.
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Drive Your Business Strategy Forward | |
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NIPA provides expertise and tools to help TPA business owners become more effective and profitable in growing their business and successfully navigating through the firm's lifecycle.
- Increase Referrals with the 401(k) Sales Champion Workshop
An online, 401(k) sales and service training program for financial advisors that will allow your company to grow referrals and improve client services by providing financial advisors with valuable professional development. Only available through NIPA!
- Receive Quality Coverage and Discounts on Errors & Omissions Insurance
Qualify for a 5% annual credit on your premium when you purchase errors & omissions insurance through the NIPA program. If your E&O insurance is $12,000 per year, your 5% credit back will be $600. This benefit alone will pay for your annual membership as a NIPA Business Owner!
Learn more about NIPA's TPA Business Owner Resources and how you can maximize efficiency and increase your bottom line.
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Upcoming Webcasts | |
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As an approved ERPA sponsor, NIPA live webcasts are worth two NIPA and two ERPA CPE credits each.
Plan Governance, Practices & ProceduresWednesday, November 14, 2012
Educate your clients, the plan sponsors, of their non-delegable duties, responsibilities and actions connected with starting and maintaining a qualified retirement plan and the management of plan assets, including management tools, practices and procedures to promote and facilitate compliance. |
A Gift from NIPA: 50% off Certificate Courses
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| Earn NIPA and ERPA CPE credits
Advance your industry knowledge and earn NIPA and ERPA CPE credits with NIPA's Online Certificate Courses, available for 50% off to NIPA members through October 31.
NIPA's five online certificate courses work around your schedule, letting you choose the best time to study and complete the exams to advance your knowledge of pension administration. Each course is comprised of online content, a comprehensive exam and a certificate issue at the time of successful completion.
Don't wait - this discount will only be available through October 31! Join now to take advantage of this member benefit.
If you have any questions, contact NIPA Headquarters at 800.999.NIPA (6472). |
The Latest Q&A's for TPAs
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Q: Is spousal consent required for a minimum required distribution from a plan that is subject to the QJSA rules? If not, must the distribution be in the form of an annuity?
A: Spousal consent is not required for RMDs. See 1.401(a)(9)-8, A-4.2.
Absent spousal consent, the plan may distribute in the form of a QJSA, and the consent requirements of sections 411(a)(11) and 417(e) are deemed to be satisfied if the plan has made reasonable efforts to obtain consent from the participant's spouse. Check the plan document for any specific provisions.
Q: John is in the real estate business. He buys buildings and holds them in an LLC. Each building is owned by a separate LLC and John personally has a 3% to 60% ownership interest in each LLC. John also is the Managing member of each LLC. Some of the LLCs have employees. In addition, John owns 100% of JMC, Inc. (John's Management Company). JMC manages the buildings and has employees.
Client wants to set up a plan that covers only JMC, Inc. Are the LLCs part of an Affiliated Service Group? Or put another way, does John need to also cover the employees in the LLCs?
A: Assuming that the LLCs are not all related (as defined under section 144(a)(3), below) to each other, John does not need to consider the employees in the LLCs.
Read more Q&As for TPAs.
TAG is a technical support service that offers answers to pension questions via e-mail. TAG subscribers have access to an extensive Web site with a full array of links to primary source materials, a database of over 4,000 FAQs asked by pension professionals, tools and much more. Subscribers also receive daily updates on breaking news in the industry. TAG is part of Wolters Kluwer Law & Business, which includes CCH, Aspen Publishers, and FTWilliam.com.
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Spend a few minutes sharing the benefits of NIPA with a colleague, and invite them to join for 90 days for free with promo code TRIALMEMBER.
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